What are the responsibilities and job description for the Surety Bond Client Service Manager position at McConkey Insurance & Benefits?
Essential Duties and Responsibilities:
- Process bonds and all bond-related documents for both contract and commercial requests
- Create and maintain bond files per department standards
- Report executed bonds to surety companies within time frame required by surety
- Maintain bond number logs according to surety company standards
- Request additional bond numbers from sureties as needed and add to Surety Management System
- Execute supporting documents as needed, including riders, prequalification letters and consents of surety
- Bill bonds in Agency Management System for new, renewal, changes and close outs
- Set up new accounts and prospects in Surety Management System
- Attach all documentation in Surety Management System, including scanned bonds, submissions, communications, invoices, etc.
- Maintain bid bond, final bond and commercial bond files for clients in Agency Drive
- Obtain bid results, enter and forward to appropriate underwriters, if applicable
- Assist Surety Bond Executives in monitoring clients’ work on hand so as not to exceed Line of Authority
- Work with Administrative and Tech teams to ensure department has adequate supplies at all times
- Participate in bond specific training and departmental meetings
- Support Surety Bond Executives as needed, including requests for financial updates from clients
- Work with Supervisor and Administrative team to request updates to Powers of Attorney and additional licenses and appointments to service clients
- Communicate between clients and sureties on project information, approval subjections, bid spreads, etc.
Key Competencies:
- Resourceful, innovative approach to problem solving
- Initiative to work on multiple projects simultaneously and self-direct priorities to meet deadline driven business
- Dependability, high-energy and flexibility
- Strong communication skills both written and verbal, strong presentation skills
Position Requirements:
- College degree or advanced education preferred
- Must hold a Property & Casualty insurance license or obtain within six months of date-of-hire
- Surety bonding experience preferred
- Strong communication skills both written and verbal, listening, and interpersonal skills to effectively maintain productive internal and external relationships
- Effectively communicates and collaborates with colleagues on team as well as other divisional teams
- Ability to communicate quickly to clients
- Presents and conducts oneself in a professional manner
- Proficient in Microsoft Office including Word and Excel
- Experience using a Surety Bond Processing System preferred
Physical Requirements and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This position operates in a professional office environment.
- This role constantly uses office equipment such as computers, keyboards, and telephones
- Work environment includes interacting with others, participating in meetings, corresponding through email and phone calls
- Must be able to communicate effectively both verbally and in writing to internal and external clients
- Extended periods of time in a sedentary position with ability to move about office to access office equipment and attend meetings
- Office hours are between 8:00 am and 5:00 pm; occasional work required outside of standard office hours for client visits and events
- Occasional out-of-office travel to visit with clients
Americans with Disabilities Act: Applicants as well as employees who are, or become, disabled must be able to perform the essential job functions either unaided or with reasonable accommodation. The organization shall determine reasonable accommodation on a case-by-case basis in accordance with applicable law.
Equal Employment Opportunity: McConkey is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, national origin, age, disability, citizenship, or any other characteristic protected by law.
The McConkey employee experience is very important to us! We are a team-based organization, offering a hybrid work environment (both an in-office presence and ability to work remotely), excellent employee benefits, paid time off and so much more! Submit your resume to to apply and learn more about how you could join our award-winning team!
